UK Economics Focus Recent house price rises lack a firm foundation The recent rises in the major house price indices have fanned hopes that the worst of the housing market correction is now behind us. Yet price rises driven only by a temporary imbalance between the... 21st August 2009 · 1 min read
Europe Commercial Property Update Paris further through the office rental value correction Paris has been among those Western European cities which have seen the sharpest declines in office rental values to date. However, we do not think that Paris has suffered disproportionately. Rather... 21st August 2009 · 1 min read
Emerging Europe Economics Focus Poland: Fiscal mess blots the outlook We estimate that limits on public debt set out in the Polish constitution will force the government to tighten fiscal policy by around 2.5% of GDP next year. What’s more, a further fiscal tightening... 21st August 2009 · 1 min read
Latin America Economics Update Mexico: Worst has passed but recovery to disappoint 21st August 2009 · 1 min read
UK Housing Market Focus Recent house price rises lack a firm foundation The recent rises in the major house price indices have fanned hopes that the worst of the housing market correction is now behind us. Yet price rises driven only by a temporary imbalance between the... 21st August 2009 · 1 min read
UK Economics Chart Pack Gradual improvement continues (Aug 09) Retail sales remain strong and the resilience shows no sign of fading anytime soon. What’s more, there have been signs of improvement in spending off the high street. So while consumer spending is... 21st August 2009 · 1 min read
UK Economics Update Monetary Indicators Monitor (Aug.) Given how much money the Monetary Policy Committee (MPC) has now pumped into the economy through its quantitative easing (QE) policy, the Committee’s preferred measure of broad money growth remains... 20th August 2009 · 1 min read
Global Markets Update Gas is too cheap relative to oil We expect further falls in US natural gas prices in the near term. However, the incentive for end-users to substitute gas for oil has rarely been higher, which will eventually feed through to higher... 20th August 2009 · 1 min read
UK Housing Market Update Is London’s housing market leading the country into recovery? Headline regional figures show that London house prices are rising again. However, contrary to popular perception, the available data suggest that this latest upturn is far from universal. Indeed... 20th August 2009 · 1 min read
Latin America Economics Update Brazil: Pulling out of recession... slowly 20th August 2009 · 1 min read
UK Commercial Property Outlook The emerging recovery will gather momentum this year, but will fade during 2010 (Q3 09) Evidence that a revival is underway in the commercial property investment market continues to build. Given that and the upward revisions to our economic growth forecasts for 2010, we have increased... 20th August 2009 · 1 min read
